Download the MyCardRules app from the App Store or find it on Google Play.

Notifications and Alerts

As a customer with multiple channels of connectivity, you have intuitive alert options available to you.

Transaction alerts

Set up all sorts of transaction and balance alerts within online banking.

Bill reminders

Never miss a bill when you set up reminders in Bill Pay.

Statements

Receive an email when your statement or documents are ready by enrolling in electronic document delivery via online banking.

Communications

Have you sent us a message via online banking? Don't worry! The mobile app will send an in-app notification to you when we respond.

Debit Card Alerts

Set your own debit-card-specific transaction alerts based on personalized criteria when you utilize theMyCardRules app.

eStatements

Reduce paper and clutter by electing to receiving eStatements, available via online banking up to one year back.

Keep an eye out for other notices you can elect to receive electronically in the future!

To start receiving statements electronically, enroll in Online Banking and login. Select one of your accounts, then select Documents. You can enroll in the electronic delivery of statements from there.

If you need further research performed on your account,contact usfor our Account Research services.

For companies needing a more robust direct deposit and vendor payments solutions, see our full Treasury Solutions package.

Person to Person (P2P) Transfers

Easily and securely send person to person (P2P) payments to friends and family after dinner, the movies, or any situation. To start sending payments, look for Pay a Person after logging into your online banking account.

Westwood Private Bank does not offer prepaid gift cards, travelers checks or money orders. If you have questions about payment solutions, pleasecontact us. We are available to make your banking as simple as possible.

Wire Transfers

Wiring Instructions

Need a wire sent to your account? No problem! Use theWestwood Private Bankrouting number,111926167. Note our physical address is 100 Crescent Court, Ste 1250, Dallas, TX 75201. Physical addresses are required when wiring funds; be sure not to list a PO Box for the recipient's address.

Integrations

Intuit®

Enjoy connection to the latest versions of your Intuit® products like QuickBooks®, Quicken®, and Mint®. This service is available through Intuit® after establishing an online banking account with Westwood Private Bank.

Look for Charis Family of Banks when establishing your connection.

Intuit and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries.

Additional Services

Foreign Currency Exchange

Traveling? Let us know in advance so we can order your foreign currency. We offer the competitive exchange rates and quick turn around times on currency exchange.

You can also advise us which debit cards you intend to use while you are out of the country. We will take steps to prevent unwanted declines abroad.

iTalk Telephone Banking

The number for iTalk is 844-380-1798.

iTalk is the 24-hour banking system that gives you the freedom to check balances, make transfers, and service your debit card. You can begin using this number as a new customer of our the bank. Let us know if your are having trouble accessing your accounts or setting your access code. We'd be glad to assist!